Financial Gravity Companies’s Ericsson ERIC Stock Holding History

Financial Gravity Companies’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$190	Buy	+17	New	+$205	﹤0.01%	903
2018 Q4	$244K	Buy	+27,608	New	+$240K	0.22%	100
2018 Q1	$138K	Buy	18,492 +7,141	+63%	+$48.1K	0.14%	151
2017 Q4	$73K	Buy	+11,351	New	+$70.8K	0.08%	224

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Gravity Companies's ERIC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Ericsson (ERIC) in Q2 2026: 17 shares worth $190. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ERIC as recently as Q4 2018.

Financial Gravity Companies first reported a position in ERIC in Q4 2017 and has held it in 4 quarters since. The position peaked at $244K in Q4 2018. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Financial Gravity Companies held 17 shares of Ericsson worth $190 as of Q2 2026.
Ericsson was a new Financial Gravity Companies position in Q2 2026.
Ericsson made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #903 holding.
Financial Gravity Companies first reported a position in Ericsson in Q4 2017 and has held it in 4 quarters since.
Financial Gravity Companies's Ericsson position peaked at $244K in Q4 2018.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.